How to Create Document Custom Fields in DocuSign (Step-by-Step)

How to create document custom fields in DocuSign is an important skill if you want to organize documents, track data, and automate workflows.

In this Drew Tutorial, I’ll show you step-by-step how to create custom document fields in DocuSign, so you can store document-level information like reference numbers, project names, or internal notes.

✅ In this tutorial, you’ll learn how to:

Create document custom fields in DocuSign
Add and manage DocuSign custom document data
Edit or update existing custom fields
Use document fields for reporting and workflows
Avoid common DocuSign admin setup mistakes

This guide is ideal for DocuSign admins, business users, and teams who want better document tracking and cleaner organization inside DocuSign.

By the end of this video, you’ll know exactly where to find document custom fields and how to use them correctly.

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Видео How to Create Document Custom Fields in DocuSign (Step-by-Step) канала Drew Tutorial